Description A NY based client of mine is offering an exciting opportunity in the financial services industry in New York for a Senior Financial Analyst / Finance Manager to join a leading wealth advisory firm. This role will be instrumental in financial forecasting, modeling, and strategic analysis, supporting leadership in making data-driven decisions to drive profitability and efficiency. Key Responsibilities: 🔹 Develop dynamic, scalable financial forecasting models that integrate financial statements, assumptions, and key metrics. 🔹 Prepare, analyze, and summarize financials and key performance indicators (KPIs) for the leadership team. 🔹 Provide analytical decision support with a focus on revenue/cost initiatives and return on investment (ROI) analysis. 🔹 Assist financial advisor teams with custom modeling, reporting, forecasting, and ad hoc analysis to improve profitability. 🔹 Identify opportunities to enhance efficiencies in finance, accounting, and reporting processes. 🔹 Lead the evaluation and implementation of financial reporting and automation software. 🔹 Support the CFO with various ad hoc financial analysis requests. Requirements ✔ Bachelor’s degree in Finance, Accounting, or a related field (MBA or CFA a plus). ✔ 5+ years of experience in financial analysis, forecasting, and financial modeling. ✔ Prior experience in wealth management, financial services, or investment advisory preferred. ✔ Strong understanding of financial reporting, KPIs, and strategic analysis. ✔ Advanced proficiency in Excel and financial modeling (experience with automation tools a plus). ✔ Experience with financial planning software and reporting tools (NetSuite, Adaptive Insights, Tableau, etc.). ✔ Excellent analytical and problem-solving skills with the ability to interpret complex financial data. ✔ Strong communication and presentation skills to effectively convey insights to leadership. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .